05/17/2025, 05:22 AM UTC
Autodesk股价300美元：高估值还是隐藏的便宜货？Autodesk At $300: Premium Valuation Or Hidden Bargain?
1、Autodesk财务表现强劲，营收61亿美元，毛利率92%，净利润11亿美元，运营效率突出；2、尽管表现略逊于标普500指数，但相较于Procore等同行，其估值仍属合理，因利润率更高且增长稳定；3、主要风险包括宏观经济对其资本密集型客户的影响，但其关键任务型软件具备抗风险韧性。1. Autodesk maintains strong profitability with $6.1B revenue, 92% gross margins, and $1.1B net profit, driven by operational efficiency; 2. Despite underperforming the S&P 500 slightly, its valuation remains reasonable compared to peers like Procore, given superior margins and steady growth; 3. Key risks include macroeconomic impacts on capex-heavy clients, though its mission-critical software provides resilience.---
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